Yanneris Sanchez
Henrietta,NY
Summary
To obtain a position where I can apply my passion for leadership by helping encourage others to grow towards their maximum potential, while also working with my team to propel the company towards success by exceeding business goals and expectations.
Overview
9
9
years of professional experience
Work History
Product Integration Supervisor
Paychex
Rochester, NY
06.2021 - Current
- Supervise employees responsible for the operation of specialty retirement plans that do not fit into the standard Paychex Retirement Services model by utilizing 3rd party software to perform the Third-Party Recordkeeping responsibilities for these plans
- Monitor staff and workflow using key indicators and staff interaction to ensure that deadlines and accuracy requirements are met
- Manage all facets of plan administration from beginning to end
- This includes plan setup and conversion, compliance testing, valuation of balance forward plan assets, 5500 preparation, servicing the client, trading new plan contributions, and distributing plan assets when necessary
- Partner with other important members of the pension industry to grow the business by using financial advisors, 3rd party vendors, Paychex sales, CPA’s, and bank partnerships as potential contacts
- Acts as department lead for high exposure or high impact teams and projects to ensure that the actions of the team are met and are in line with department goals
- Make recommendations to the Product Integration Manager regarding the development of policies and procedures by identifying and implementing processing efficiencies
- Responsible for recruiting, hiring, and evaluating performance of personnel to ensure that all departmental needs are handled appropriately
- Counsel and develop staff for personal and corporate advancement through career developments, training programs, and other resources
- Develop and maintain a performance plan that supports the department goals by actively being involved in strategic planning and the monitoring of results
- Assist with preparation of the annual budget; monitor expenses and make adjustments to approve budget to maintain expense control
PIA Enrollments Supervisor
03.2020 - 06.2021
- Supervised employees in all aspects of Enrollment product processing; monitored workflow using key indicators to ensure that deadlines and accuracy requirements are met
- Effectively upheld employee engagement while leading remotely; represented within an 88% Waggl engagement score
- Responsible for recruiting, hiring, and evaluating performance of personnel to ensure that all departmental needs are handled appropriately for permanent and contingent workforce
- Measured team’s metrics with individualized scorecard
- Created the Specialist II and Specialist III checklist to encourage internal career pathing, which has resulted in 8 promotions since FY’20
- Developed staff for personal and corporate advancement through career development, training programs, and other resources
- Measured and analyzed team KPI’s by creating individualized scorecard within the department
- Represented the department on teams and projects to ensure that departmental needs are met and that actions of the team are in line with departmental goals
- Assisted in the preparation of the annual budget; and collaborated to monitor expenses; pivoting as needed to remain within approved budget
- Addressed escalated issues and client concerns and made decisions to ensure proper resolution
- Collaborated with client implementation teams to ensure a smooth on-boarding experience for all clients
Senior Strategic Account Manager
10.2017 - 03.2020
- Manage a book of business of approximately 140-165 clients for 401(k)/S125, while maintaining an 87% retention rate
- Handling escalated concerns from our clients and escalating appropriately to management
- Mentoring new hires in the department
- Partnered with Client Support for year end
- Network with various departments to resolve outstanding client concerns
- Establish and maintain partnerships with Sales, Implementations, Branch, HR Services and the Financial Advisor community to ensure client needs are being met
- Lead by example by expressing the importance of client satisfaction
- Proactively service clients with 401(k) and S125 product needs
- Provide training over the phone as needed, to explain reports and plan features
- Review plan design with clients to ensure client satisfaction
- Serve as an interpreter for enrollment meetings and by request
- Involved in the engagement committee for Strategic Accounts
Client Support Specialist
CSC
07.2014 - 10.2017
- Created new plan contact change process for the, to save hours worked from Client Support and improve client satisfaction
- Work with internal and external contacts to provide data control and ongoing maintenance of the Retirement Services contribution process during stressful situations
- Coordinates social and team building events, while keeping the Paychex Inc
- Values in mind
- Responsible for hosting shadows for other team members to help them gain knowledge of the Client Support Team
- Process any incoming checks for clients 401k plans and assist in the trading of the funds
- Responsible for making any changes to clients 401k plan documents such as amending the plan
- Responsible for generating detailed reports of client and participant account funds, for other groups within the company
- Responsible for maintaining a work calendar for the teams work tasks
- Assist clients that are changing address on file as well as phone numbers on the account
- Member of the multicultural initiative organized by Antonio Lizano and Katrina Ramirez
- Utilized multiple computer software packages including HRIS, Salesforce, SunGard, and ORS to answer participant requests
Bilingual Client Service Advisor
Retirement Services
04.2013 - 07.2014
- Assisting participants with all 401(k) processes
- Provide detailed explanations of plan provisions in accordance with IRS regulations
- Answer questions and concerns to provide timely and accurate information to reduce call backs
Skills
- Leadership
- Customer Service
- Business planning
- Flexible and Adaptable
- Cultural Awareness
- Dependable and Responsible
Languages
Spanish
Native or Bilingual
Timeline
Product Integration Supervisor
Paychex
06.2021 - Current
PIA Enrollments Supervisor
03.2020 - 06.2021
Senior Strategic Account Manager
10.2017 - 03.2020
Client Support Specialist
CSC
07.2014 - 10.2017
Bilingual Client Service Advisor
Retirement Services
04.2013 - 07.2014